About
Our CLMi solution is a Software-as-a-Service (SaaS) product, providing a cost-effective Client Lifecycle Management (CLM) solution for firms without significant internal IT staff, or for those looking for rapid deployment of an out-of-the-box solution still specific to the wealth management sector.
Built using state-of-the-art cloud technologies and a mobile-first interface, the CLMi solution provides a zero-hassle approach to obtaining a proven, class-leading, continually evolving CLM solution equipped with banking-grade security. Like all Wealth Dynamix CLM solutions, CLMi is designed to be modular, so we can address your most urgent needs first and deliver you tangible business value in the shortest possible timeframe.
This product is intended for
- Wealth Manager
- Private Wealth Management Specialist
- Vice President of Wealth Management
- Head of Wealth Management
- Head of Asset Management
- Head of Private Banking
- Director Wealth Management
- Director Private Banking